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  • Adjustment for Pop-up Screen Size

    Is there any way to adjust the size of pop-up screens. I'm trying to make a small "Wizard"-like pop-up to gather some information from the user. I'd like it to be about the size of the pop-ups that Method uses on the Screens customization page when editing an object's actions. Is there any way to accomplish this same effect?
    Posted to Method:Classic General Q&A (Forum) by JohnnyW on 02-09-2013
  • Re: Inserting line items in estimates and invoices

    Greetings, I use to have this problem intell I did the following. Keep in mind you cant do this on the screen but only in the report I have a landscape co, so some times customers want to see what it will cost for just the lawn or just the patio.  Go into your estimate table and create a field called Phase or what ever you want to call ...
    Posted to Method:Classic General Q&A (Forum) by John M on 02-09-2013
  • Re: Creating a dropdown field link to an existing table

    I do not have any tables that I can export that are named "Entity". Here's a shot of my options. I could go through all customers manually? But that would take a lot of time. Is this a bug or something? Why would duplicates cause tables not to be allowed? Hmm. My screen shot isn't showing up but the list contains account, ...
  • Re: Add "Division" drop-down field to Sales Receipt that syncs to QBO

    Hi rschott, As you stated Classes can be used, and there are no other work-around's that I'm aware of but maybe one of our community members might be able to chime in if they've run into a similar situation. - Ashur
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 02-08-2013
  • Re: Email Templates

    Hi andy, What exactly do you mean by printing line items selectively? I'm assuming you'll have a Sales Order with 3 line items but only want to display 1 or 2 of them, is this correct? Merge fields can be used to insert record specific information into an email template, however I'm not sure if what you're asking for is possible. ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 02-08-2013
  • Re: Resource calendars

    That's good. But then how do you add it? All calendars are the format username:CompanyName. If you try to add that in Google Apps for business it does not find it. It must be just a syntax thing, but what am I missing?
  • Re: Resource calendars

    Actually, I'm mistaken. You can share you calendar through the Gmail app.  The gmail gadget creates a separate calendar for your Method activities, and you can share this just as you would any other Gmail calendar.  My apologies for this. EDIT: Just to be clear, this only applies for users who can sign in.  You cannot ...
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 02-08-2013
  • Add "Division" drop-down field to Sales Receipt that syncs to QBO

    I am trying to figure out how to customize the Sales Receipt simply by adding one field that will sync with QBO.  That field in QBO is the "Division" field (Business Tracking).  I realize that I could link the CLASS field, but I need DIVISION.  I don't see that field listed on the Supported Objects ...
    Posted to Method:Classic General Q&A (Forum) by rschott on 02-08-2013
  • Re: Dropdown fields not saving

    Adam, sorry, only just picked this up. Everything seems to be working now. I copied the screen again and started from scratch. I suspect it was an error I had introduced.
    Posted to Method:Classic General Q&A (Forum) by andy on 02-08-2013
  • Email Templates

    Is it possible to print line items from a sales order in an email template.? I'm looking to adapt the default sales order screen to use in a booking system. Line items will represent individual bookings. I need to print line items (selectively) in a booking confirmation email and include fields from the item table itself. Thanks in advance.
    Posted to Method:Classic General Q&A (Forum) by andy on 02-08-2013
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